Anna M. OchoaAnna M. OchoaExecutive DirectorWealth Advisor
Awards and Industry Recognition
Barron's
Forbes
About Anna
Anna M. Ochoa is a Wealth Advisor at J.P. Morgan Wealth Management.
As a member of The Meyers Group, Anna plays an important role in assisting ultra-high-net-worth individuals and their families with a range of wealth management needs, including specialized transactions, trading, simple and complex lending and derivatives/ hedging strategies.
Anna's extensive investment banking experience allows her to bring a particular insight to client matters and to deliver a comprehensive suite of bespoke opportunities and scenarios, utilizing the full capabilities of the firm. She forges long-term relationships by understanding clients' objectives and establishing recommendations for achieving those goals. She has broad experience working with company founders and C-suite executives to achieve liquidity, asset diversification and, where needed, focused hedging strategies.
In a career that spanned 25 years at Credit Suisse, Anna has differentiated her services by combining her Wall Street experience in equity derivatives, restricted stock, 10B5-1 plans and managing a lending team focused on ultra-high-net-worth clients with a broad global mandate to meld the personal and professional wealth management needs of the sophisticated clients she serves. She joined J.P. Morgan's New York City office in 2023 to give her clients exposure to the firm's robust product breadth, stability and fortress balance sheet. Interested in supporting the professional journey of others, she has headed training programs for new hires and interns and is an active mentor for junior colleagues.
Anna is a graduate of Dartmouth College and earned her B.A. in Government with a minor in Art History.
Anna splits her time between New York City and Eastern Long Island. In the city, she serves as president of her condominium board and is responsible for its management and finances. As an HGTV devotee, she works on home improvement and organization projects for herself and friends. In addition, Anna enjoys snowboarding, running, fine art and photography.
Insights
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now